Kingswood Wealth Advisors, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
13,659
Previous 7,588 80.01%
Holding current value
$815 Million
Previous $471 Million 73.16%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
6,071 Added 80.01%
13,659 $815 Million
Q4 2024

Jan 22, 2025
BUY
N/A
7,588 New
7,588 $471 Million
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